Collaboration: The Benefits, Bottom Line, & Basics

Collaboration, by AJC1, Flickr

Collaboration, by AJC1, Flickr

In a previous post I focused on the importance of removing the “I’s” from teams. Certainly there are important barriers to effective teamwork that need to be addressed, but pressing through such barriers is worth the effort. Here is a quick overview of the benefits, bottom line, and basics of collaboration.

The Benefits of Collaboration

Engaging a related topic to teamwork—collaboration—a recent article in the Harvard Business Review highlights benefits to collaboration in the professional service sector. In this article, Heidi Gardner identifies collaborative work across expertise boundaries as a key path for addressing complex issues and increasing overall profitability. In this study, collaborative models were associated with increased margins, increased client loyalty, and increased competitive edge.

The Bottom Line of Collaboration

Emphasizing this point, Gardner writes: “For a firm, the financial benefits of multidisciplinary collaboration are unambiguous. Simply put, the more disciplines that are involved in a client engagement, the greater the annual average revenue the client generates.” Although there is a learning curve in moving toward collaborative practices, Gardner reminds readers that on this front “perseverance pays off.”

Although I see great value in the use of teams on multiple level, it is helpful to note that the collaborative edge of team practice also proves to be effective from an economic perspective.

The Basics of Collaboration

Gardner provides a few specific recommendations for those seeking to increase their use of collaboration.

  • Don’t squeeze your team members “…be fair to the partners you invite onto your team.”
  • Deliver what you committed to on time, without reminders.
  • Communicate openly.

While there are many factors that contribute to effective collaboration, these are helpful reminders. I appreciate the affirmation of collaborative practice in this piece by Gardner.

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How are you tapping in to the benefits, bottom line, and basics of collaboration in your work with others?

Taking the Next Step — How to Improve Individuals and Organizations

Photo by Justin Irving; new Vikings Stadium in process.

Photo by Justin A. Irving; new Vikings Stadium in process.

One of my favorite quotes from W. Edwards Deming is “Your system is perfectly designed to give you the results you’re getting.” What a great reminder. And, this helpful reminder raises a key question: What are your results telling you?

Deming is a key figure in operations management and the pursuit of continuous improvement within operational systems. Management theories like Total Quality Management (TQM) and beyond have been significantly shaped by Deming’s key principles. While Deming’s work is primarily designed for macro operational settings, the lessons are helpful for both organizations and individuals. What are your results telling you organizationally? What are your results telling you individually?

Here are a few highlights from Deming I offer for your consideration

Deming’s 14 Key Principles

Deming is known for 14 Key Principles in his approach to management. I will not review all of these here since they get into specific dimensions of organizational operations. However, here are a few high points of these principles from Deming’s book Out of the Crisis.

  1. Prioritizing the Creation of Constancy of Purpose: “Create constancy of purpose toward improvement of product and service, with the aim to become competitive and to stay in business, and to provide jobs.” Improvement at the organizational and individual level does not come by constantly changing focus. Deming’s first point reminds us of the importance of staying the course, remaining focused, and keeping our aims before us. Are you constantly changing your aims, or are you maintaining constancy of purpose and staying focused on what matters most?
  2. Committing to Improve Constantly: “Improve constantly and forever the system of production and service, to improve quality and productivity, and thus constantly decrease costs.” Whether at the organizational or individual level, what problems or challenges exist in the system? If “your system is perfectly designed to give you the results you’re getting,” then what problems need to be addressed and are you asking this question regularly?
  3. Taking Action toward Transformation: “Put everybody in the company to work to accomplish the transformation. The transformation is everybody’s job.” If, as noted above, we have identified the problems holding us back, then it is time for action based on these identified problems. Deming’s final point is a call to action. If at an organizational level, this means focusing everyone’s attention on the problems that need to be addressed and the transformation that is desired. If at an individual level, this translates into prioritizing desired outcomes and shaping our decisions and actions toward this desired transformation.

Deming’s Wheel (P.D.C.A.)

Deming's Wheel

In addition to Deming’s 14 Key Principles, another helpful lesson from Deming’s thinking is Deming’s Wheel. Deming’s Wheel is a four stage process focused on (1) planning, (2) doing, (3) checking, and (4) acting, and helps to simplify core steps along a path of continuous improvement.

  • Plan: Plan an improvement
  • Do: Do the activity planned
  • Check: Check the results of this activity
  • Act: Act on these results in order to make future improvements

Whether at the organizational or individual level, Deming’s Wheel of PlanDoCheckAct provides a memorable model for engaging in continuous improvement. Consider what transformation you desire in your life or in your organization. (1) Make plans for an improvement. (2) Do the planned activity toward this improvement. (3) Check the results of the activity you did. (4) Act/Revise your future planning based on the observed results.

Your system is perfectly designed to give you the results you’re getting.” What are your results telling you? Perhaps Deming’s approach to continuous improvement will provide you with some practical insights on how to take the next step toward improvement both organizationally and individually. It’s time to Plan – DoCheckAct.

8 Practices of Effective Executives — From Knowledge to Action to Accountability

IMG_3087

What makes an effective executive?

Responding to this question, Peter Drucker wrote that great chief executives in history often did not have stereotypical leader charisma or similar personalities, attitudes, values, strengths, or weaknesses. Drucker argues that what they do have is commitment to eight core executive practices.

  1. They asked, “What needs to be done?”
  2. They asked, “What is right for the enterprise?”
  3. They developed action plans.
  4. They took responsibility for decisions.
  5. They took responsibility for communicating.
  6. They were focused on opportunities rather than problems.
  7. They ran productive meetings.
  8. They thought and said “we” rather than “I”.

At the heart of these practices put forward by Drucker is a commitment to getting the right things done in the right way. In order to get the right things done in the right way, effective executives need to:

  • Get the knowledge they need,
  • Translate this knowledge into action, and
  • Ensure accountability for this action across the organization.

If you are responsible for executive leadership in a community, Drucker’s eight core executive practices provide practical insight on moving from knowledge, to action, to accountability. How are you doing on these fronts? Are you refining these practices in a movement toward effective executive leadership?

37 Barriers to Change

Barrier 4 - Love Wins, by hji, Flickr

Photo Credit: Barrier 4 – Love Wins, by hji, Flickr

Change is an unavoidable reality in organizational life. Like death and taxes, change is part of life whether we like it or not.

Continuity & Change

One of the key thought leaders on managerial theory in the 20th century was Peter Drucker. Peter Drucker regularly emphasized the importance balancing continuity and change in thriving organizations. Organizational leaders have the responsibility of guiding their organizations in such a way that communities both benefit from time-tested practice (continuity) as well as creativity and innovation (change).

Because change is a reality leaders must engage, it is vital that leaders understand not only their goals in a change process, but also the forces that are working against change.

Hindrances to Change

I’m teaching a graduate course on organizational leadership this semester. Yesterday, our lecture focused on barriers to change. From change theorists like Kurt Lewin on to others today, it is argued that change may only take place if the driving forces working toward change are greater than the restraining forces working to maintain the status quo.

In light of such perspective on change, leaders must be aware of the significant forces, barriers, and hindrances working against change.

I see hindrances or barriers to change grouping around four primary domains:

  1. Intrapersonal Dynamics: barriers that are related to individuals
  2. Interpersonal Dynamics: barriers that are related to the interpersonal relationships between individuals
  3. Team & Organizational Dynamics: barriers related to team and organizational systems and structures
  4. Socio-Cultural or Environmental Dynamics: barriers related to the larger context within which organizations are embedded

In order to better understand the restraining forces at work against change, I present these 37 barriers to change grouped around the four above noted domains.

Intrapersonal Dynamics

  • Fear of Failure (Personally)
  • Risk Adverse
  • Complacency
  • Fear of Increased Responsibilities
  • Unwillingness to Experience the Discomfort of Change
  • Threat to Personal Values & Perspectives
  • Comfort with what is Familiar (peace before progress)
  • Suspicion of New Ideas
  • Focus on Self-Interest
  • Concerns for Job-Security

Interpersonal Dynamics

  • Lack of Trust
  • Resenting Interference of Others
  • Threat to Status in Community
  • Feared Loss of Power
  • Feared Loss of Positive Personal Relationships
  • Insular Approach to New/External Ideas
  • Feeling Excluded & Left Out
  • Poor Communication

Team & Organizational Dynamics

  • Focus on Past Success and Innovation
  • Social and Structural Self-Preservation
  • Institutional Focus over Focus on Purpose
  • Collective Perspective that Change is Not Feasible
  • Collective Perspective that Change is Not Necessary
  • Rule of a Change-Adverse Minority
  • Lack of Leader Vision & Leader Direction
  • High Cost (economic and human resources)
  • Failures Treated as Problems in the Organization Culture
  • Misalignment of Resources
  • Lack of Sponsorship by Senior Leadership
  • Lack of Training on How to Approach Change
  • Organizational Culture that Is Adverse to Change

Socio-Cultural or Environmental Dynamics

  • Fear of Failure (Organizationally)
  • Economically Uncertain Environment
  • Fear of Unknown Environmental Realities
  • Concerns for Organizational Competition
  • Lack of Socio-Cultural Awareness
  • Not Considering the Needs/Wants/Aspirations of Environment or Society when Approaching Change

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Change is a reality in our world. Leaders who grow in their awareness of the barriers and restraining forces working against change will be better positioned to find solutions and carve out a positive change pathway for their community. In your organization, what barriers to change are most pronounced and how is your community working to find a productive pathway forward?

Strategic Foresight: The Past, Present, and Future Focus of Leadership

Photo: In the middle of nowhere, Brian Koprowski, Flickr

Photo Credit: In the middle of nowhere, by Brian Koprowski, Flickr

Clarity and foresight are essential leadership characteristics. Organizations and teams need leaders who can see clearly in the midst of confusing organizational and environmental realities.

THE VUCA WORLD

We are increasingly experiencing what some refer to as a “VUCA” world of Volatility, Uncertainty, Complexity, and Ambiguity. More than ever, we need leaders with vision, clarity, and foresight.

FORESIGHT

Larry Spears argues that foresight is one of Robert K. Greenleaf’s core characteristics of servant leaders. Of foresight, Spears notes:

Closely related to conceptualization, the ability to foresee the likely outcome of a situation is hard to define, but easy to identify. One knows it when one sees it. Foresight is a characteristic that enables the servant-leader to understand the lessons from the past, the realities of the present, and the likely consequence of a decision for the future.”

THE PAST, PRESENT, AND FUTURE FOCUS OF FORESIGHT

This thread of learning from the past, observing the present, and anticipating the likely consequences of decisions on the future is critical. Focusing on only one of these areas can lead to leadership blind spots. Using and embracing all of them brings holistic perspective to leadership.

Past: The past is full of lessons, but it is not where we live. We must look to the past. We must listen to the past. We musts learn from the past. But, we must not live in the past. We must not only celebrate the past glory days of our organizations and communities.

Present: We must be present in the moment we’ve received, fully engaging the lives and mission we’ve been given as individuals and as organizations. At the same time, we must not be short-sighted and only live for the moment.

Future: Similarly, we must look to the future in light of the lessons of the past and present. We must anticipate and make course corrections based on likely outcomes and anticipated scenarios. But, we must not only look to the future. We can be so future-oriented that we miss the people and opportunities that are right in front of us. We must not live in the future, but rather look to the future for insights that inform the present.

STRATEGIC FORESIGHT

Although all organizational members benefit from looking at the past, present, and future, leaders in particular have this as part of their core job responsibilities. Leaders must learn from the past and present and look to the future with strategic foresight.

Foresight is not about looking into a crystal ball to see the future. Foresight is about actively learning. It is about playing out future possibilities and scenarios in our minds based on the past and present knowledge we have of our organizations and world. It is about identifying with clarity what will be the likely future outcomes of decisions we make in the present.

FORESIGHT FOR TODAY

In other words, although foresight is looking to the future, foresight serves the present. Leaders look to likely future possibilities based on diverse possible decisions and scenarios, and then they return to the present to guide present-day decision making in light of this future-looking foresight activity.

As you look at the past, present, and possible futures in your organization, what narrative threads and patterns emerge? What lessons do these threads point to for your community? As you look to the future and anticipate likely outcomes of decisions, what decisions need to be made in the present to serve your organization in light of these desired outcomes?

Engage your leadership with foresight, guiding your present based on lessons from the past and foreseeing likely outcomes in your organizational future.

Groups vs. Teams: What’s the Difference?

Working Together Teamwork Puzzle Concept, Scott Maxwell, Flickr

Photo Credit: Working Together Teamwork Puzzle Concept, by Scott Maxwell, Flickr

“A group becomes a team when each member is sure enough of himself
and his contribution to praise the skills of the others.”
– Norman Shidle

Most people participate in some form of a team or group on a regular basis. This happens through recreation in the realm of sports and clubs. This happens on the job as people come together to get things done within organizations.

Although you likely have been part of both groups and teams in the past, do you understand the difference? What are the key distinctions between a group and a team?

Defining Teams

Larson and LaFasto describe three basic characteristics of teams.

  1. Two or more people
  2. Specific performance objective or recognizable goal to be attained
  3. Coordination of activity among the members of the team is required for attainment of the team goal or objective

Independent or Coordinated Effort

Larson and LaFasto’s third point is the key to answering our question.

  • Groups organize around individuals bringing together independent work in light of individual goals.
  • Teams organize around individuals bringing together coordinated work in light of collective goals.

Contrasting Groups and Teams

Groups

Teams

Independent Work

Individual Goals

Individual Accountability

Individual Evaluation

Coordinated Work

Collective Goals

Mutual Accountability

Collective Evaluation

Valuing Both

I highly value teaming done well. However, there is a time and place for both groups and teams.

Groups are generally more helpful for quickly and efficiently getting things done in the context of a temporary working relationship. When individual and independent work can be brought together to advance the individual goals of multiple parties, then a group is an efficient way to work together. Many of the group projects and assignments I’ve completed over the years of my schooling fit into this group model.

Teams are generally more helpful for taking on bigger projects over a longer period of time. When the outcome requires coordinated work being brought together to advance collective goals that will be collectively evaluated, then a team is the most effective way to work together. Although teaming done well tends to take more time than working as a group, this extra time investment pays off in the quality of the team’s performance.

Speed or Quality

  • Groups are best when the stakes are lower and speed is the key.
  • Teams are best when the stakes are high and quality is more important than speed.

“If you want to go fast, go alone. If you want to go far, go together.”

– African proverb

This African proverb sums it up well. Though most of us want to go fast AND far, usually we have to prioritize one over the other. Groups help us go fast. Teams help us go far.

Enjoy the journey of working with others. I’d love to hear your experience of working with groups and teams!

Assessing Leadership — The Purpose in Leadership Inventory

Researching, Steve Hanna, Flickr

Photo Credit: Researching, by Steve Hanna, Flickr

The inaugural edition of the journal Servant Leadership: Theory and Practice came out at the end of August. I’m grateful to have an article included in the August 2014 issue of the journal. My article is focused on the development and initial testing of what I’m calling The Purpose in Leadership Inventory.

In this brief post, I’m providing a link to the full article followed by a brief overview of what leadership variables are measured by the instrument.

The Development and Initial Testing of the Purpose in Leadership Inventory:
A Tool for Assessing Leader Goal-Orientation, Follower-Focus, and Purpose-in-Leadership

Why Was the PLI Created?

The Purpose in Leadership Inventory (PLI) was created for two audiences.

Leadership Researchers: First, the PLI is designed for researchers in the field of leadership studies. Developing new instruments to measure leadership variables is one of the keys to ongoing advancement of the field. As the field of leadership studies has grown throughout the last century, noticeable shifts are occurring. The PLI is designed to capture some of these shifts, and help researchers understand which leadership factors are associated with effectiveness in diverse organizational contexts.

Leadership Practitioners: Second, the PLI is designed for engaged leadership practitioners who desire to study the place of goal-orientation, follower-focus, and purpose-in-leadership within their organizations and leadership practice. Diverse leaders approach leadership differently. The PLI allows leaders to gain insight into how followers perceive their leadership around these vital variables.

What Does the PLI Measure?

As mentioned above, the PLI measure three core leadership variables. These are:

  • Goal Orientation
  • Follower Focus
  • Purpose in Leadership

The first two capture variables highlighted in a previous post: People or Production — Getting Things Done while Caring for People. A focus on accomplishing goals and getting things done is important for leaders. Equally import is a focus on caring for followers. Goal orientation and follower focus are the first two variables measured by the PLI.

The third variable is the significant addition to the leadership research stream. This variable is Purpose in Leadership. Purpose in leadership as a variable is based on the work of individuals such as Paul Wong who focus on meaning-centered approaches to leadership and management. These approaches take seriously the leaders’ sense of meaning and purpose.

Why Does this Matter?

The more I engage in leadership research, the more I’m convinced that purpose matters. Leaders who have a sense of purpose and meaning in their lives as leaders add value to their organizations. Such leaders help the members of the community understand that their work and organizational outcomes actually make a difference in the world.

As leader-centered models of the 20th century have been modified by more recent approaches such as transformational and servant leadership, the opportunity to reflect on the deeper meaning and purpose in leadership has emerged. The PLI is a tool to help leadership practitioners and researchers investigate the priority of these leadership variables.

I’m looking forward to seeing the additional research that will emerge through the Purpose in Leadership Inventory.

Manage with Realism — Lead with Optimism

Hope_Darren-Tunnicliff

Photo Credit: Hope, by Darren Tunnicliff, Fllickr

Hope…

People and organizations thrive on hope and optimism. Hope helps to orient people toward the future and inspire hearts and minds to action. Optimists choose to see the proverbial half glass full, and look for opportunities with a spirit of positivity.

Regarding optimism, Winston Churchill noted: “For myself, I am an optimist—it does not seem to be much use being anything else.” Similarly, Churchill declared: “An optimist sees an opportunity in every calamity; a pessimist sees a calamity in every opportunity.”

Biblical authors also point to the power of hope noting that because of the love of God “hope does not disappoint” (Romans 5:5).

Hope is powerful. It holds a vital place in the life of organizations and the work of leadership. But hope alone is not enough. Hope and optimism must be blended with realism for leaders and managers.

One of my guiding leadership principles is this: Manage with Realism—Lead with Optimism.

Manage with Realism

Pessimism is exhausting. Always seeing the glass half empty and only looking at problems drains life from people and organizations.

But realism is an alternative that need not be pessimistic. Organizations benefit from managerial attention to details. Engagement with detail is best carried out from a place of realism—engagement with real strengths, real weaknesses, real opportunities, and real threats (…a “SWOT” analysis with realism). Healthy leaders and managers do not avoid reality, they face it. Healthy leaders and managers need to manage with realism.

Lead with Optimism

The story does not end with facing reality and managing with realism. Leaders and managers also need to inspire hope and optimism in the hearts and minds of people. Leaders and managers need to manage with realism and lead with optimism.

Desmond Tutu said, “Hope is being able to see that there is a light despite all of the darkness.” Managing with realism is not the end of the story. Leaders help their people see light in the darkness and hope in the midst of reality by leading with optimism.

As Helen Keller noted, “optimism is the faith that leads to achievement,” and “nothing can be done without hope and confidence.” To inspire our people toward achievement, leaders must inspire with hope and optimism.

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Rather viewing realism and optimism as being at odds, organizational success depends upon leaders and managers attending to both. How are you doing on these fronts? How is your organization doing? Are you managing with realism and leading with optimism?

 

Don’t Confuse Motion with Progress

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One of the favorite lessons I’ve picked up studying leadership and management from the thinking of Peter Drucker is this:

Don’t Confuse Motion with Progress!

While not necessarily a direct quote from him (at least I don’t know where it is), I picked this particular lesson up from a documentary on his life. Those close with him reported that he often challenging their practice around these themes:

Don’t Confuse Motion with Progress…. Are you being busy, but not productive?

This “Druckerian” insight holds a place in my office physically, and a place in my thinking frequently. In our lives and work it is easy to stay busy. In my American context, life is full, busy, and constantly in motion. If motion is the measure that matters, then things are great here!

More than Motion

But motion really is not what matters most in the flow and practice of leadership.

Organizations do not simply need leaders who look busy. Organizations do not need leaders who are simply constantly in motion. In contrast to this, organizations need leaders that help their communities make progress toward vital organizational goals. Organizations need leaders who are being productive, making progress, and are advancing what matters most to the community they serve.

These are simple questions, but ones that brings significant focus to my life and leadership.

  • Am I confusing motion with progress?”
  • Am I being busy, but not being productive?”

Our communities do not ultimately need busy executives. Our communities need leaders who are are guiding our organizations and making progress toward goals that matter. I encourage you to join me in applying this Druckerian wisdom in your day-to-day work, life, and leadership. Don’t confuse motion with progress!

People or Production — Getting Things Done while Caring for People

People, Viewminder, Flickr

Photo Credit: People, Viewminder, Flickr

People or Production

In management studies, there is a rich history of work engaging the importance of focus on people and results.

— A Concern for People is characterized by leaders or managers emphasizing and recognizing the needs of followers, and then working to meet followers in these areas of need.

— A Concern for Production or Results is characterized by leaders emphasizing organizational objectives and what the best pathways are for meeting these goals and objectives.

Engaging Leadership Style

The “Ohio State” studies, and the “University of Michigan” studies on these themes were complemented by what is known as Blake and Mouton’s Managerial Grid. Based on the categories of concern for people and concern for production or results, Blake and Mouton’s categorizes leaders in the following manner:

  • Impoverished (low results/low people)
  • Authority-Compliance (high results/low people)
  • Country-Club (low results/high people)
  • Middle-of-the-Road (med. results/med. People)
  • Team (high results/high people).

People and Production

As leaders, it is easy to feel this tension between a focus on results or a focus on people. Many times, managers and leaders view it as a mutually exclusive decision. Either the focus will be on results, or the focus will be on people.

Thankfully, contemporary models of leadership are emphasizing the priority of both. Both people and production are valuable, and in fact the two serve each other in a healthy organizational system.

Chicken or Egg

But what comes first. Must a leader prioritize one over the other, even though both are valuable? Generally, transformational models of leadership emphasize change and getting things done. These approaches emphasize results along with individualized consideration as a necessary part of the leadership approach. This commitment to organizational goals is seen as the best way to meet the needs of people.

Servant-oriented models of leadership emphasize a commitment to people. These approaches emphasize a commitment to serving the needs of people as primary. This commitment to people is seen as the best way to accomplish organizational goals and objectives.

A Matter of Emphasis

It really comes down to a matter of emphasis. Both people and production are a priority. Both followers and goals are essential. But which is the best way to meet these aims. For the time being, I land on the side of emphasizing people first, and seeing this as the best way to also get things done.

Thankfully, there is a growing body or research helping us understand this relationship between goal-orientation and follower-focus.

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Pursue both. Leaders who value and develop their people will have a solid community ready to meet organizational goals. Leaders who work with their community to get things done will have healthy organizations that provide stability for their people. Both are a priority, so lead well toward both of these ends.